Financial Advisor

2 days ago

Noida, Uttar Pradesh, India NLB Services Full time ₹ 5,00,000 - ₹ 10,00,000 per year

Key Responsibilities

  • Assist advisors in servicing clients including preparing basic financial plans, conducting investment research, and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor.
  • Prepare and summarize client meetings by scheduling and confirming meetings, creating the agenda and summary of meetings, and providing necessary follow-up.
  • Prepare and ensure new business paperwork is successfully submitted which includes preparing forms, obtaining appropriate signatures, preparing documentation to send to home office, tracking new insurance/annuity applications, and coordinating rollovers.
  • Prepare for and coordinate marketing events which includes creating marketing compliance documentation.
  • Provide general administrative duties such as answering the advisors phone, processing expense management reports, preparing routine client correspondence, setting up client files, copying, and handling new business correspondence and alerts.
  • Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely updates.
  • Help clients in enrolling/servicing on various Ameriprise tools.

Required Qualifications

  • Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities, State IAR, State Insurance).
  • Willing to work evening hours: 8:00 pm to 4:30 am (9:30 am to 6:00 pm CST).
  • Graduate in finance discipline (0–3 year experience or 1-year diploma is preferred).
  • Good communication skills.
  • Basic understanding of MS PowerPoint, MS Excel, and MS Word.
  • Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage.
  • Must have an eye to detail with high accuracy levels.
  • Ability to meet strict timelines per the agreed SLAs for advisor practices.

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